The Performance Management Toolkit

The Performance Management Toolkit is designed to help managers, small businesses, charities and HR professionals manage employee performance with greater confidence.

Whether you're dealing with an emerging performance concern, holding a difficult conversation or introducing a formal improvement plan, this toolkit provides practical guidance and editable documents to help you approach the process in a structured and supportive way.

What's included:

• Performance Management Handbook.
• Eight editable Microsoft Word templates.
• Performance Improvement Plan (PIP).
• Informal performance conversation record.
• Performance review and appraisal template.
• Objective-setting worksheet.
• Manager follow-up email template.
• PIP review and outcome records.
• Fictional worked example demonstrating the process.

Who is it for?

Small business owners, managers, charities, not-for-profit organisations and HR professionals who want practical resources to support effective people management.

This toolkit provides general guidance, not legal advice or a guarantee of compliance. It should be adapted to individual circumstances and current employment law. Northern Ireland has a separate employment law framework.